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TD Ameritrade Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

TD Ameritrade Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-99,427
Closed -$15.7M – 250
2023
Q2 		$15.7M Sell
99,427
-6,090
-6% -$931K 0.17% 57
2023
Q1 		$16.1M Sell
105,517
-6,486
-6% -$1M 0.16% 60
2022
Q4 		$17M Sell
112,003
-11,706
-9% -$1.75M 0.17% 59
2022
Q3 		$16.8M Sell
123,709
-14,101
-10% -$2.12M 0.17% 62
2022
Q2 		$20M Sell
137,810
-4,850
-3% -$759K 0.18% 61
2022
Q1 		$23.7M Sell
142,660
-7,354
-5% -$1.21M 0.18% 61
2021
Q4 		$25.2M Sell
150,014
-19,616
-12% -$3.21M 0.18% 59
2021
Q3 		$20M Buy
169,630
+16,683
+11% +$2.67M 0.16% 58
2021
Q2 		$24.3M Sell
152,947
-13,977
-8% -$2.21M 0.17% 59
2021
Q1 		$22.8M Hold
166,924
– – 0.17% 56
2020
Q4 		$22.8M Sell
166,924
-2,706
-2% -$347K 0.17% 56
2020
Q3 		$20M Sell
169,630
-3,921
-2% -$465K 0.16% 58
2020
Q2 		$19.5M Sell
173,551
-64,583
-27% -$7.1M 0.16% 62
2020
Q1 		$23.6M Buy
238,134
+53,350
+29% +$6.65M 0.22% 54
2019
Q4 		$25.2M Sell
184,784
-10,576
-5% -$1.39M 0.19% 57
2019
Q3 		$25.1M Buy
195,360
+15,210
+8% +$1.93M 0.2% 56
2019
Q2 		$22.9M Sell
180,150
-4,766
-3% -$596K 0.19% 55
2019
Q1 		$22.8M Buy
184,916
+61,142
+49% +$7.35M 0.19% 52
2018
Q4 		$13.7M Buy
123,774
+42,213
+52% +$5.06M 0.13% 53
2018
Q3 		$10.3M Sell
81,561
-1,276
-2% -$160K 0.08% 59
2018
Q2 		$10.1M Sell
82,837
-95
-0.1% -$11.6K 0.09% 55
2018
Q1 		$9.95M Buy
82,932
+714
+0.9% +$89K 0.11% 44
2017
Q4 		$10.2M Sell
82,218
-922
-1% -$112K 0.12% 43
2017
Q3 		$9.85M Sell
83,140
-1,126
-1% -$131K 0.12% 42
2017
Q2 		$9.81M Sell
84,266
-85,329
-50% -$9.82M 0.13% 40
2017
Q1 		$19.5M Buy
169,595
+7,036
+4% +$807K 0.29% 35
2016
Q4 		$18.2M Sell
162,559
-5,321
-3% -$575K 0.3% 35
2016
Q3 		$17.7M Buy
167,880
+6,510
+4% +$686K 0.3% 37
2016
Q2 		$16.7M Sell
161,370
-25,321
-14% -$2.56M 0.31% 33
2016
Q1 		$18.4M Sell
186,691
-765
-0.4% -$71.7K 0.37% 33
2015
Q4 		$18.3M Sell
187,456
-13,110
-7% -$1.3M 0.38% 33
2015
Q3 		$18.7M Buy
200,566
+643
+0.3% +$63.8K 0.4% 31
2015
Q2 		$20.6M Buy
199,923
+18,652
+10% +$1.96M 0.42% 33
2015
Q1 		$18.7M Buy
181,271
+59
+0% +$6.11K 0.4% 34
2014
Q4 		$18.9M Buy
181,212
+736
+0.4% +$75.1K 0.43% 34
2014
Q3 		$18.1M Sell
180,476
-1,257
-0.7% -$127K 0.44% 34
2014
Q2 		$18.4M Sell
181,733
-18,314
-9% -$1.8M 0.47% 34
2014
Q1 		$19.3M Sell
200,047
-3,204
-2% -$300K 0.54% 29
2013
Q4 		$19.1M Buy
203,251
+1,047
+0.5% +$94.9K 0.58% 30
2013
Q3 		$17.4M Buy
202,204
+6,219
+3% +$540K 0.59% 27
2013
Q2 		$16.4M Buy
+195,985
New +$16.3M 0.61% 25

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

TD Ameritrade Investment Management's IWD Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2023, closing a stake of 99,427 shares — an estimated $15.7M sold.

TD Ameritrade Investment Management first reported a position in IWD in Q2 2013 and held it in 41 quarters. The position peaked at $25.2M in Q4 2019. 1,441 funds tracked by Wall St. Rank hold IWD as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 99,427 iShares Russell 1000 Value ETF shares in Q3 2023, an estimated $15.7M.
  • TD Ameritrade Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares Russell 1000 Value ETF position peaked at $25.2M in Q4 2019.
  • 1,441 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.